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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Mid-Atlantic / DC Metro HQ: Frederick, MD

Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust

$8.2B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($502.9M parsed USD across disclosed rows) across disclosed strategy exposure in Secondaries, Buyout, Private Equity, Private Credit, Energy Transition (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$502.9M
Total AUM: $8.2B
Median Disclosed Amount
$24.0M
Range: $17.0M – $42.2M
Disclosed Fund Multiples
12.5% Mean IRR (n=8) · 1.71x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
Alphi Capital I, L.P. Private Equity 2025
$24.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
AlpInvest Secondaries Program VII Secondaries 2025
$21.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Thoma Bravo Fund XVI Buyout 2025
$19.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
EQT Exeter VI Buyout 2025
$42.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
CVC Strategic Opportunities Fund III Buyout 2025
$20.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust (Institutional Trust, $8.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.0% Actual; $246.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$111M–$209M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.0% actual on $8.2B total assets). Gatekeeper / Intake Conduit: Segal Marco Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust

413 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust (20 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Collier Hartland Northrop Mutual & Casualty Insurance General Account

Insurance Company Naples, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alphi Capital I, L.P. (2023 Vintage)
Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust: $24.2M · IRS Form 990 Sched D
Collier Hartland Northrop Mutual & Casualty Insurance General Account: $68.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Alkeon Growth Opportunities Fund V (2022 Vintage) · AlpInvest Secondaries Program 2021 (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Bologna Emilia-Romagna Feather Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AlpInvest Secondaries Program 2021 (2021 Vintage)
Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust: $28.8M · IRS Form 990 Sched D
Bologna Emilia-Romagna Feather Sovereign Strategic Investment Fund: $67.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Alphi Capital I, L.P. (2023 Vintage) · AlpInvest Partners Secondary Fund VIII (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Altamaha Chantilly Alderwood Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AlpInvest Partners Secondary Fund VIII (2021 Vintage)
Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust: $27.8M · IRS Form 990 Sched D
Altamaha Chantilly Alderwood Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D

Additional shared vehicles: Alphi Capital I, L.P. (2023 Vintage) · AlpInvest Secondaries Program 2021 (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+410 Additional Institutional LPs Report Shared Vehicles with Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (413 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust

Secondaries LPs →Buyout LPs →Private Equity LPs →Private Credit LPs →Energy Transition LPs →

Frequently Asked Questions: Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Frederick, MD). Across 20 historical disclosure records tracked on Prilago ($502.9M total parsed USD across disclosed rows), the median disclosed amount is $24.0M (range: $17.0M to $42.2M).

Which private-market strategies appear in Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust's public disclosures?

Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust has disclosed records across Secondaries, Buyout, Private Equity, Private Credit, Energy Transition. Open preview records include Alphi Capital I, L.P. (2025 Vintage), AlpInvest Secondaries Program VII (2025 Vintage), Thoma Bravo Fund XVI (2025 Vintage), EQT Exeter VI (2025 Vintage).

How are Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/catoctin-champlain-valley-delacroix-permanent-endowment-and-fiduciary-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Catoctin Champlain Valley Delacroix Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 413 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Collier Hartland Northrop Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Alphi Capital I, L.P. (2023 Vintage)), Bologna Emilia-Romagna Feather Sovereign Strategic Investment Fund (8 shared vehicles, e.g. AlpInvest Secondaries Program 2021 (2021 Vintage)), Altamaha Chantilly Alderwood Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. AlpInvest Partners Secondary Fund VIII (2021 Vintage)).

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